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Jesse Dogillo, CFP®, CLU®, ChFC®, AEP®

Other Estate Planning Professional
Life Underwriter
Bay Area Financial Advisers
102 Persian Drive Suite 204
Sunnyvale, CA 94089

Phone: 408-528-7060
Additional Information:

JESSE DOGILLO, CFP®, CLU®, ChFC®, AEP®, has been a financial service professional since 1988 and has a private practice in Silicon Valley and is a Financial Advisor for McClurg Capital. He also provides expert witness litigation support and consulting, including financial counseling and education to current U.S. military service members through the Department of Defense. He enjoys teaching and is the Risk Management instructor in the Personal Financial Planning Certificate Program at the University of California, Santa Cruz - Silicon Valley Campus. Jesse was appointed by the California insurance commissioner to serve in his administration as a member of the Curriculum Board, which oversees education for brokers and develops standards for providers and instructors. He is the national president elect of the Society of Financial Service Professionals and served as President of the Silicon Valley Chapter and was past president of the Santa Clara County Estate Planning Council. His hobbies include sabre fencing at Stanford Fencing Club - his top result was CA State Champion and Silver Medal Vet-40 National Championships. Jesse enjoys bocce ball, golf and sailing on the SF Bay and Pacific Ocean.

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